Elias Spence
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Fidelity Brokerage Services LLCMar 2026 to now
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- DoordashAug 2024 to Jul 2025
- Bob Morris' Paradise Cove and Beach CafeJun 2024 to Sep 2024
- Aviator NationMay 2024 to Oct 2025
- Restaurant Business Services, Inc, Anthony BartonNov 2023 to Jan 2024
- Pepperdine UniversityAug 2023 to May 2024
- UbereatsAug 2023 to Mar 2024
- Lauren FlorisJul 2023 to Jul 2023
- Pepperdine UniversityAug 2022 to Jul 2023
- Calamigos Guest RanchJun 2022 to Aug 2022
- Pepperdine UniversityAug 2021 to May 2022
- Dunkin' DonutsJun 2021 to Aug 2021
- UnemployedJan 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8180877
- Firm CRD
- 104555